Multiple Subscriptions going to month end invoice
I'm looking to build subscriptions without creating a corresponding invoice that is emailed out to the user. Here's the workflow I'd like to use and would appreciate help in implementing this: Add subscription to a client. Let's say we add a $50/mo recurring
display Name
Greetings, I hope this email finds you well. When I send an email from my website to Zoho Mail, it shows that the "To" and "From" email addresses are the same. However, I have already set the "To" and "From" email addresses to be different. Additionally,
541 5.7.1 Mail rejected due to antispam policy
I’m trying to send email from my corporate account to some zoho email and getting this error. IP of corporate email server has reverse dns configured. That can I do from my side to fix this delivery problem?
ZOHO FSM - ADD More options on "Available Columns" IN AP's
Hellow team! It would be so cool, if we could see from the dashboard FSM WEB, if we have been created a service report on the AP's. Add a "service report status" on the configuracion of the columms
Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
Zoho Desk Fetch Account by name not working.
As the title suggests. I have a Flow that is supposed to fetch the account details using the account name. But doesn't seem to work. All I get is a Null value. Even if though the account exists.
Serious problem with backup /restore
Creator is mangling ID's for entries in applications that are restored from backup. This problem is preventing us from doing our work. Could someone get back to me on this problem? Here's what I've figured out... If you take a perfectly good Creator application you can add the "ID" field to any of its views and you will see that every entry in the table will have a unique ID field. If you backup the application then restore it and look at the ID fields in the restored application you will see that
Is possible to populate the values for many fields in openurl?
Hello Team, Hope you are well...! We need to pass the values to the particular form fields via open url as popup window is this possible to populate the values from the functionality. Thanks in Advance, Thisai Moorthy.
Can we get Employee wise Statement in Zoho Expense
Hi Team, How can we get employee wise Balance Statement for each employee. Use Case : We need to get the total claimed by the staff, Total Paid to the staff and What is the balance to be reimbursed. It should be visible to the all the staff in their Zoho
Zoho Billing Contacts
1) If there is a primary contact and one or more secondary contacts, can these secondary contacts access the customer billing portal? 2) Can each subscription under a customer record be assigned to a different contact so that that contact only receives
Lookup field Limits
Are there any plans for more than five lookups in a layout? Due to the limitation, we have duplicate entries. Any way of requesting more than 5 looks on a layout? We are currently on the enterprise plan and only have five lookups. Is there any way to
Remove Username and Password from Help Center Sign in Page when using Federated Logins
Hello, We have enabled Google Federated Login on our help centre but the button is very small and inconspicuous and users think their logins don't work. Everyone in our organisation and supported organisations use Google sign ins. Can we remove the username and password fields and make the Google sign in button much more promenant? Kind regards David
Invalid Element is_taxable
When trying to add or edit an item I am getting this error message. i have previously added items without problems however it says this now everytime I hit save and will not allow new items to be added. Please help! Thanks.
Link tickets to more than just a contact....
We are currently using CRM for our property management business and are in the process of setting up Zoho Desk. The basic integration has been completed and we have modified the ticket layout in Desk. In CRM we have two custom modules called "Properties"
Proposing a new function for lists: Remove Duplicates
Currently I use a cumbersome way to create a list and then feed unique values to another list all for the purpose of removing duplicates. The USER_IDS is an integer list of record IDs. Because of the way my database is constructed, if the criteria is met, this list can have duplicates. To remove them, I have to feed the list of IDs to another list (UNIQUE_IDS) as long as the ID is not already there. USER_IDS = (DATABASE[(USER_DATA.contains(r.SUBLIST) && STATUS == "CONF")].ID).getall(); for each
What is the purpose of CANCEL SUBMIT?
I have been researching the Alert command for use in a script. The documentation says the syntax is alert "type your message here!"; cancel submit; But you can only use Alerts on "Validate, on Load, on User Input" and you can't use cancel submit on "On Load or On User Input" BUT you HAVE to use cancel submit on "On Validate" or else "On Validate" will ignore it. AND when you use it with "On Validate" you don't get a pop-up box with your alert message and the option to "cancel" the submission or
Time-Based Action stopped running
We've had a simple Time-Based Action set up and working for some time now, but in the last 24 hours it has stopped being triggered despite tickets meeting the criteria. As far as I know, we have no control over when time-based events are triggered, but
NOT RECEIVING EMAILS OR FEEDNACK FROM CUSTOMER SUPPORT EMAIL
I have set up a new business email sarah@octagonestates.com and have sent over a 100 emails to potential clients but I am not receiving any emails back I have sent from my personal email and this is just returned, I have emailed the support email several
postURL - Error due to - 'Internal Exception'
Good day, I created a function that makes a simple postURL call to our API without authentication. It works using Postman but I get Error due to - 'Internal Exception' in Zoho Here's my code : HeaderMap = Map(); HeaderMap.put("content-type","application/x-www-form-urlencoded"); param = Map(); param.put("param","test"); url = "https://zoho-teleopti.tpcc-trim.com/api/Zoho/post"; result = postUrl(url,param,HeaderMap,false); info result;
Migrate 2nd evernote account to new Notebook account
I created a new account in Notebook to migrate a 2nd Evernote account, every time I try to start the migration it defaults to the account I previously migrated. How to a clear it and import the 2nd Evernote account to the new Notebook (second) account?
Notebook add-on won't load
I added the Zoho Notebook add-on to my Google Calendar for my Workspace account. I click on the icon to open and nothing. Not even an indication it's attempted to open. Only blankness of white.
My Zoho shows "Notebook" and not "Notebooks"
I have created 2 notebooks, but they do not show up with covers. Why does my Zoho show "Notebook" and not "Notebooks"?? I only get a list of my Notebooks - see attached screenshot
Seja muito bem-vindo à Comunidade Zoho Brasil!
É com muita empolgação que convidamos você a fazer parte deste novo espaço de colaboração, interação e troca de conhecimentos! Na Comunidade Zoho Brasil você poderá criar tópicos de conversa nos fóruns e também colaborar em discussões produtivas iniciadas
Constant Issues
Is anyone else having issues? I am constantly getting these errors randomly. I must close the browser, wait a few minutes, and start over. I already had a chat with support and was told the issue was that the activity module was off, now its on and still
Pie Chart: Top 10 Values
Hi there. I am creating a pie chart where the sections (the x-axis) each represent a company, and the section sizes (the y-axis) represent the the sum of the respective company's revenue. I have added a filter that only includes the 10 companies with
Sync multiple Gmail accounts with Zoho CRM
I am using Zoho One. I have a personal Gmail account and a Google Workplace (GSuite) account. I am syncing my Google Workplace contacts with my Zoho CRM via the native Zoho Google CRM Integration. I would like link both of my Gmail/Workspace accounts
Arguments passed to Zoho CRM functions
Hello! I have a question about CRM functions. Is there a limit to the number of characters that can be passed as an argument? There are certain cases where a function will not execute in certain cases with a large number of characters. It does not show
Ushering in the new chapter of Bigin's partnership with Samsung!
We are happy to announce that we've extended our fruitful collaboration with Samsung to bring you features that will transform the way you run your business on your beloved Samsung devices. From bringing Samsung's flagship Galaxy AI to Bigin and redefining
What am I doing wrong or is not do able?
I am trying to create a report and group by specific field with a total count. If all I want is a total for the "full name," why is it giving a total for other fields? I would greatly appreciate any help. This is my pivot This is the result;
Hiding row in pivot table
In a pivot report it is possible to show/hide coloumns, but if i want to hide a specific row I can not get it to work without doing it mannually. I have 6 data rows showed each month. By removing the same check each month, I can in the end remove the
Marketing Automation – UX Design issues
Hi team, Great to see the upgrade for Marketing Automation 2.0, however the UX design still has some glitches. Can you please address the following: The message gets clipped. The email keeps getting cut-off at the bottom, regardless of the length (screenshot
Rollup summaries in Deals for Custom Modules and PO's Module
Hello, I made a custom timecards module and related it to the Deals module. I'd like to create rollup summaries for hours.. is it possible to make new rollup summary fields that are developed from formulas derived by fields in custom modules? If not,
Working with Flat Rated Pricing and Dynamic Tech Payments
So my business does flat rate jobs as well as hourly but our tech payment varies per tech -- how can I set this up where i enter the tech payment for that particular service appointment and it will calculate my profits for that work order still. And we
Zoho Developer Community Monthly Digest - June 2024
Hello everyone, This month's Developer Community Digest is packed with everything you need to stay on top of your game! We've got a lineup of events you won't want to miss, valuable resources, important updates, and a glimpse into what's buzzing in the
Access Data Offline in the Zoho FSM Mobile App | Combat Connectivity Challenges
One of the challenges that field agents face on the job is the myriad environments they have to work in. When working in underground or confined spaces or in remote or rural areas, they often have to deal with unreliable or poor network connectivity.
Enabling instant engagement through inline email
The phrase "Fast-paced world" has been in usage for decades. Yet, its relevance has not weaned a bit. Time is money, and to stay afloat in business, it's important to develop user-friendly engagement tactics that respect your customers' time. Here is
Create custom date field
I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.
Custom Function which Changes the Invoice Status to be paid.
Hi Zoho Community, I have created an automation for zoho inventory in which i change a custom field of invoice to paid through zapier so it should triggers the custom function to change the status of the payment to paid. I have created a custom function
See a list of related Purchase Orders on Sales Order records
As a business owner keeping track of transactions is very important to me and I need to see the big picture of how my data is connected and what is holding up closure of a record. I've noticed that when you create a Purchase Order from a Sales Order in
Signing in
I have been trying to sign into the app so many times on 3 different devices but for some reason I get an error page and 'contact support' message. I'm worried I'll lose my files so I haven't transferred all of them, just 4/5 that I use often. Anyone
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